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Thinking about selling your practice someday? Or maybe you're eyeing an acquisition to scale your firm? In this episode, I sit down with Ted Jenkin the "Jerry Maguire" of financial advisors, to break down the smartest strategies for buying, selling, and structuring your business for long-term success.
Ted shares insights from his own experience selling Oxygen Financial and how he now helps advisors maximize the value of their firms—whether they’re looking to sell, acquire, or simply increase profitability. We dive into the key numbers that matter, the biggest mistakes advisors make, and how to position your business for a lucrative exit.
What You’ll Learn in This Episode:
- Creative ways to structure a sale if your kids (or successors) are buying you out
- What makes a financial advisory practice valuable & sellable
- How to structure your firm to maximize its sale price
- The legal & financial must-haves before you sell
- Why private equity deals might be more lucrative than you think
If selling (or buying) a practice is on your radar—whether now or in the future—you don’t want to miss this episode!
Related: The Overlooked KPI That Instantly Transforms Client Experience